### Contents - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Investment Portfolio Management Software Resources ##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Investment Portfolio Management Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Investment Portfolio Management Software Articles [![Venture Capital: What It Is, How It Works, and Types](https://learn.g2.com/hubfs/venture%20capital.png "Venture Capital: What It Is, How It Works, and Types")](https://www.g2.com/articles/venture-capital) [ ### Venture Capital: What It Is, How It Works, and Types ](https://www.g2.com/articles/venture-capital) The startup trend is showing no signs of slowing down. [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What Are Asset Classes? Types, Trends, and Importance](https://learn.g2.com/hubfs/G2CM_FI701_Learn_Article_Images_%5BAsset_Classes%5D_V1b.png "What Are Asset Classes? Types, Trends, and Importance")](https://www.g2.com/articles/asset-classes) [ ### What Are Asset Classes? Types, Trends, and Importance ](https://www.g2.com/articles/asset-classes) To trade or not to trade? It’s not even a question. [ ![Washija Kazim](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Washija Kazim") WK ](https://learn.g2.com/author/washija-kazim) by Washija Kazim [![What Is Risk Tolerance? Pave Your Way to Financial Growth](https://learn.g2.com/hubfs/G2CM_FI686_Learn_Article_Images_%5BRisk_Tolerance%5D_V1a.png "What Is Risk Tolerance? Pave Your Way to Financial Growth")](https://www.g2.com/articles/risk-tolerance) [ ### What Is Risk Tolerance? Pave Your Way to Financial Growth ](https://www.g2.com/articles/risk-tolerance) Avoiding risk could be your biggest risk yet. [ ![Washija Kazim](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Washija Kazim") WK ](https://learn.g2.com/author/washija-kazim) by Washija Kazim [![Shareholders Equity: How To Find It From Assets and Liabilities](https://learn.g2crowd.com/hubfs/Stock%20images/Investments%20-%20Office%20Folder%20on%20Background%20of%20Working%20Table%20with%20Stationery,%20Glasses,%20Reports.%20Business%20Concept%20on%20Blurred%20Background.%20Toned%20Image..jpeg "Shareholders Equity: How To Find It From Assets and Liabilities")](https://www.g2.com/articles/what-is-equity) [ ### Shareholders Equity: How To Find It From Assets and Liabilities ](https://www.g2.com/articles/what-is-equity) Every investor likes a big payout from smart equity investments. [ ![Michael Gigante](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Gigante") MG ](https://learn.g2.com/author/michael-gigante) by Michael Gigante [![Artificial Intelligence in Financial Research](https://learn.g2.com/hubfs/Stock%20images/Abstract%20high%20tech%20background%20with%20graphs%20and%20diagrams-1.jpeg "Artificial Intelligence in Financial Research")](https://www.g2.com/articles/artificial-intelligence-financial-research) [ ### Artificial Intelligence in Financial Research ](https://www.g2.com/articles/artificial-intelligence-financial-research) Artificial intelligence (AI) has woven itself into the fabric of many types of software by leveraging data to produce relevant insights and carry out repetitive tasks; and financial research software is no exception. AI for financial research  Financial research software aggregates data and documents on user-selected topics for analysts to use in their investment selection process. Financial services professionals use this software to properly vet investments based on the amount of acceptable risk. AI is instrumental in reducing the amount of time needed to aggregate relevant information and data from reputable sources and make sound investments.  [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![Voice Assistants in Financial Services](https://learn.g2.com/hubfs/Stock%20images/Equalizer%20sound%20wave%20background%20theme.%20Colour%20illustration.-1.jpeg "Voice Assistants in Financial Services")](https://www.g2.com/articles/voice-assistants-in-fintech-financial-services) [ ### Voice Assistants in Financial Services ](https://www.g2.com/articles/voice-assistants-in-fintech-financial-services) The financial services industry, specifically the field of collections, has started to use voice assistants to automate customer service tasks and increase the ease with which collections can be done. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![30+ Intriguing Investment Statistics for 2019](https://learn.g2.com/hubfs/investment-statistics.jpg "30+ Intriguing Investment Statistics for 2019")](https://www.g2.com/articles/investment-statistics) [ ### 30+ Intriguing Investment Statistics for 2019 ](https://www.g2.com/articles/investment-statistics) Investing is a game of risk, and in 2019 there are new ways to play. [ ![Maddie Rehayem](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maddie Rehayem") MR ](https://learn.g2.com/author/maddie-rehayem) by Maddie Rehayem [![What Are Dividends? (+ How to Select Stocks That Make Money)](https://learn.g2.com/hubfs/G2CM_BI011_Backlog_Images_%5BDividends%5D_V1b.png "What Are Dividends? (+ How to Select Stocks That Make Money)")](https://www.g2.com/articles/dividends) [ ### What Are Dividends? (+ How to Select Stocks That Make Money) ](https://www.g2.com/articles/dividends) There’s no such thing as free lunch, but there is such a thing as free money. Well, kind of. [ ![Maddie Rehayem](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maddie Rehayem") MR ](https://learn.g2.com/author/maddie-rehayem) by Maddie Rehayem Show More ## Investment Portfolio Management Software Glossary Terms [![Trade Execution](https://learn.g2.com/hubfs/G2CM_GI874_Glossary_Article_Images-%5Btrade_execution%5D_V1a.png "Trade Execution")](https://www.g2.com/glossary/trade-execution-definition) [Trade Execution](https://www.g2.com/glossary/trade-execution-definition) Trade execution, the act of fulfilling an investor’s buy or sell order, isn’t always an immediate process. Learn how trade execution works and its methods. by Alyssa Towns [![Investment Analysis](https://learn.g2.com/hubfs/G2CM_GI818_Glossary_Article_Images-%5Binvestment_analysis%5D_V1a.png "Investment Analysis")](https://www.g2.com/glossary/investment-analysis-definition) [Investment Analysis](https://www.g2.com/glossary/investment-analysis-definition) Investment analysis is a process for evaluating potential and current investments against industry data. Learn more about its benefits and best practices.. by Holly Landis [![Revenue Projection](https://learn.g2.com/hubfs/G2CM_GI740_Glossary_Article_Images_%5Brevenue_projection%5D_V1a.png "Revenue Projection")](https://www.g2.com/glossary/revenue-projection-definition) [Revenue Projection](https://www.g2.com/glossary/revenue-projection-definition) Revenue projection is an estimate of the income a company will generate during a fixed period of time. Learn more about revenue forecasting in business. by Holly Landis [![Investment Portfolio](https://learn.g2.com/hubfs/G2CM_GI751_Glossary_Article_Images-%5Binvestment_portfolio%5D_V1a.png "Investment Portfolio")](https://www.g2.com/glossary/investment-portfolio-definition) [Investment Portfolio](https://www.g2.com/glossary/investment-portfolio-definition) Stocks, bonds, and other financial assets comprise an investment portfolio. Learn the best practices to start building an investment portfolio today. by Alyssa Towns [![Brokerage](https://learn.g2.com/hubfs/G2CM_GI717_Glossary_Article_Images_%5Bbrokerage%5D_V1b.png "Brokerage")](https://www.g2.com/glossary/brokerage-definition) [Brokerage](https://www.g2.com/glossary/brokerage-definition) A brokerage is a financial account allowing the owner to buy and sell stocks, bonds, and other investments. Learn the types of brokerages and the benefits. by Holly Landis [![Portfolio Management](https://learn.g2.com/hubfs/G2CM_GI542_Glossary_Article_Images_%5Bportfolio_management%5D_V1b.png "Portfolio Management")](https://www.g2.com/glossary/portfolio-management-definition) [Portfolio Management](https://www.g2.com/glossary/portfolio-management-definition) Investors use portfolio management to meet financial goals and manage assets in one place. Learn the types of management, related assets, and benefits. by Alyssa Towns [![Normative Economics](https://learn.g2.com/hubfs/G2CM_GI382_Glossary_Article_Images-%5BNormative_Economics%5D_V1a.png "Normative Economics")](https://www.g2.com/glossary/normative-economics-definition) [Normative Economics](https://www.g2.com/glossary/normative-economics-definition) Normative economics is based on value judgments toward economic scenarios. Learn about the subfields, origin, and how it differs from positive economics. by Alyssa Towns [![General Partner](https://learn.g2.com/hubfs/G2CM_GI323_Glossary_Article_Images-%5BGeneral_Partner%5D_V1a.png "General Partner")](https://www.g2.com/glossary/general-partner-definition) [General Partner](https://www.g2.com/glossary/general-partner-definition) A general partner is a managing partner in a general partnership. Learn more about the differences between a general partner and a limited partner. by Amanda Hahn-Peters [![Capital Growth](https://learn.g2.com/hubfs/G2CM_GI265_Glossary_Article_Images-%5BCapital_Growth%5D_V1a.png "Capital Growth")](https://www.g2.com/glossary/capital-growth-definition) [Capital Growth](https://www.g2.com/glossary/capital-growth-definition) Capital growth is the increase of an investment or asset value over time calculated by subtracting an asset's original purchase price from its current market value. by Kelly Fiorini ## Investment Portfolio Management Software Discussions 0 Question on: Backstop Solutions Suite [The relationship options should be streamlined; is that possible? It seems repetitive.](/discussions/the-relationship-options-should-be-streamlined-is-that-possible-it-seems-repetitive) That's an interesting idea, Tia! We're working with other clients on this very topic and will have your relationship manager, Hugh, reach out to you directly for more input. Answered: Sam Bolda on February 23, 2022 [Your answer](/discussions/the-relationship-options-should-be-streamlined-is-that-possible-it-seems-repetitive/comments/new?remote=true) 0 Question on: Robinhood [.](/discussions/robinhood) . On the web version of Robinhood, you can access your Account, which is located on the top right corner of the dashboard. Click on Documents. Scroll down below Tax Docs, and then you can download the PDFs of your monthly statements (or trade history). Alternatively, Robinhood has its own clearing house. You can reach out to their ops or compliance teams to request your entire trade history in the form of a CSV file. Hope that helps. Answered: Alan Kerlidou on April 7, 2020 Most of these investment companies do not allow you withdraw your earnings, try it today and then refer to us. Crypto Recover Team provides international investigative services specialized in recovery of asset. After working for various investment and investigative companies, a team was brought together dedicated to recovering funds from fake investments (binary options, forex trading, real estate and crypto investment). Quite a lot of people have lost and are still losing their money to Binary Options and other fake investment companies. You can google them for more information. Visit Cryptorecoveryteam(.)com or via E-mail: Cryptorecoveryteam via outlook mail. Answered: David Fitch on March 10, 2022 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/robinhood/comments/new?remote=true) 0 Question on: eMoney [How does eMoney differ from other wealth management platforms?](/discussions/how-does-emoney-differ-from-other-wealth-management-platforms) Unlike most financial planning solutions, eMoney offers a comprehensive wealth management platform that includes the full range of capabilities you need to build financial plans that help clients achieve their goals and peace of mind. Many other financial technology products focus on one aspect of your business and ignore the rest. eMoney provides comprehensive financial planning that addresses the varied needs of a wide range of clients, from those accumulating wealth to those planning their estates. You deserve a technology platform that supports your service at every stage of the advisor-client lifecycle. This is the philosophy that differentiates us from other wealth management companies. Answered: TJ Hill on October 17, 2019 [Your answer](/discussions/how-does-emoney-differ-from-other-wealth-management-platforms/comments/new?remote=true) - ‹ Prev‹ Prev - 1 - [2](/categories/investment-portfolio-management/resources?discussions_page=2) - [3](/categories/investment-portfolio-management/resources?discussions_page=3) - [4](/categories/investment-portfolio-management/resources?discussions_page=4) - [5](/categories/investment-portfolio-management/resources?discussions_page=5) - [6](/categories/investment-portfolio-management/resources?discussions_page=6) - [7](/categories/investment-portfolio-management/resources?discussions_page=7) - [Next ›Next ›](/categories/investment-portfolio-management/resources?discussions_page=2) ## Investment Portfolio Management Software Reports Grid® Report for Investment Portfolio Management Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Investment Portfolio Management Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for Investment Portfolio Management Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Investment Portfolio Management Spring 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for Investment Portfolio Management Spring 2026 G2 Report: Grid® Report Grid® Report for Investment Portfolio Management Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Investment Portfolio Management Winter 2026 G2 Report: Momentum Grid® Report Grid® Report for Investment Portfolio Management Winter 2026 G2 Report: Grid® Report Small-Business Grid® Report for Investment Portfolio Management Winter 2026 G2 Report: Grid® Report